Claire Durand is a CFP® and ChFC® with 24 years of experience in the financial industry. She is currently with J.P. Morgan Securities and has prior experience at First Republic Investment Management and Fidelity. Outside of her advisory work, she serves as co-treasurer for the Pacific Elementary Parent Teacher Association, managing expenses and reimbursements. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Bullard is a financial advisor at Morgan Stanley with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory work, he serves as President of the Board of Directors for the Rolling Hills Little League in Rolling Hills Estates, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

Nicholas Falk is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Panorama Coordinated Services and SF&B. Outside of finance, he has experience working in educational roles at multiple schools and has been involved in entrepreneurial ventures such as a tiki bar and a hay distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Quin Solamo is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with multiple firms within the Cetera network as well as Northwestern Mutual and Wedbush Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets.

Michelle Medina is a financial advisor with Ameriprise in Seal Beach, CA, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized team in partnership with client advisors.

Steven Carlsen is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021, following tenures at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

Michael Santoro is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014 and also operates Michael A. Santoro Law, Inc. as an attorney, in addition to offering tax preparation services through Certified Tax and Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party models.

Juan Alfaro Campos is a financial advisor at Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. He has worked with Capstone Partners and MassMutual Life Insurance Company since 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written financial recommendations, with optional implementation through separate brokerage or insurance arrangements.

Laura Weil is a Financial Consultant at Fidelity Investments. In her role, she partners with clients to understand the needs and goals of their families and identify investment strategies to support their financial plans. Laura has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Investment Consultant. She holds a California Insurance License. Outside of her professional responsibilities, Laura's personal interests include cooking and baking, enjoying food as a foodie, listening to music, parenthood, caring for pets, and traveling.

John Le Berthon is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the University of California Irvine and College of the Canyons. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm offerings with less typical activities such as private fund relationships and principal trading.

John Andraos is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He has held roles within Wells Fargo Advisors and Wells Fargo Clearing since 2009. He holds a Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, including specialized areas such as business-owner transition and sports & entertainment planning.

Vanessa Schafer is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including a current role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Mark Tigchelaar is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he was a partner at Solid Coffee Roasters for five years and worked with Keana Development for two years. He serves as a board member of the City of Bellflower Public Safety Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wesley Sullivan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Courtney Marshall is a financial advisor with Merrill in Long Beach, CA, holding a Series 66 credential and six years of industry experience. She has worked at Bank of America and Merrill since 2014, with a brief tenure at UPS in 2019. Outside of her advisory role, Marshall owns and operates a Christian childcare business and a YouTube channel focused on fitness, family, faith, and relationships, leveraging her background in human resource management. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving a broad client base including individuals, high-net-worth clients, and institutional investors.

Grant Hartwell is a financial advisor with Osaic Wealth, Inc. based in Torrance, California. He holds the Series 66 designation and has 13 years of industry experience. Hartwell is also co-owner of Hartwell Financial Services, a financial advisory firm affiliated with Osaic. Outside of his advisory work, he serves on the Board of Directors for Free Arts for Abused Children, a nonprofit that provides art programs to transitional housing facilities and low-income areas. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.

Elena Peterson is a financial advisor with Merrill in El Segundo, CA, holding a Series 66 designation and three years of industry experience. She has worked at Merrill and Bank of America since 2015 and has held roles at Queequegs, John Kean Restaurant Group, and Nantucket Inn. Outside of her advisory work, Peterson serves as an officer for a homeowners association of a small apartment complex where she resides. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

Raymond Fong is a financial advisor with Edward Jones in Long Beach, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Nicalis Inc. for six years and was self-employed at Renown Auto Style Inc. for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jared Arteaga is a financial advisor with LPL Financial, holding a Series 65 designation and two years of industry experience. His prior roles include seven years at Canterbury Consulting, Inc., two years at Tetra Tech, and five years at Premier Aquatic Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Roy Grimes is a financial advisor with LPL Financial in Torrance, CA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Zions Direct, Inc., Zions Capital Advisors, Inc., and Zions Bank, where he has worked since 1999. In addition to his advisory work, he is involved in wealth and fiduciary services as a relationship manager. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, supported by model portfolios, third-party subadvisors, and advanced technologies such as machine learning.